Number of Shares
38,375.00
Current Holdings Value*
$8.52 Mil
% of Portfolio
4.88%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
26.76%

McBroom & Associates, LLC's Apple Inc Holding Summary

As of 2025-03-31, McBroom & Associates, LLC held 38,375.00 shares of Apple Inc(AAPL), totaling $8.52 Mil. This investment constitutes 4.88% of their stock portfolio, and McBroom & Associates, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then McBroom & Associates, LLC has made 7 purchases of AAPL, at an average price of $162.80, for a total of 44,099.00 shares. In addition, there have been 6 sales at an average price of $159.91 for 5,724.00 shares. Based on historical transaction data and AAPL's current price of $213.29, McBroom & Associates, LLC's estimated gain on his AAPL holdings is $1.92 Mil, reflecting a 26.76% gain to date.

McBroom & Associates, LLC AAPL ($213.29) Holding Chart

McBroom & Associates, LLC AAPL ($213.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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